Q2 2026 13F · SEC CIK 1870364

Y.D. More Investments Ltd

Asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.2B
Reported positions: 510
Top holdings a year, 3 yrs: +41.2%
Average holding period: 2.3 yrs

Y.D. More Investments Ltd is an asset manager that reported 510 positions worth $3.2B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Enlight Renewable Energy Ltd (ENLT, 14.2%), Elbit Sys Ltd (ESLT, 11.4%), Tower Semiconductor Ltd (TSEM, 7.6%). A portfolio copying its top holdings returned 41.2% a year over the last 3 years, against 22.3% for the S&P 500.

Y.D. More Investments Ltd holdings largest 50 of 510 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Y.D. More Investments Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ENLTEnlight Renewable Energy Ltd	14.2%	14.3%	5,180,861	-6.1%	$457.5M
ESLTElbit Sys Ltd	11.4%	18.0%	483,738	-12.2%	$367.1M
TSEMTower Semiconductor Ltd	7.6%	6.2%	949,549	+2.0%	$243.8M
NVMINova Ltd	6.7%	6.3%	409,690	+8.5%	$216.8M
PANWPalo Alto Networks Inc	6.3%	3.5%	592,718	+5.2%	$202.1M
SOXXIshares Tr	4.0%	2.0%	202,142	+27.1%	$129.5M
CAMTCamtek Ltd	3.9%	4.5%	796,737	+1.7%	$125.9M
ORAOrmat Technologies Inc	3.5%	3.8%	1,024,426	+16.4%	$111.8M
ICLIcl Group Ltd	3.0%	3.9%	19,497,433	-0.6%	$97.8M
TEVATeva Pharmaceutical Inds Ltd	2.8%	1.9%	2,619,250	+61.9%	$88.7M
QQQInvesco Qqq Tr	2.7%	1.5%	118,292	+74.7%	$87.1M
TSMTaiwan Semiconductor Manufac	2.6%	2.1%	173,610	+7.6%	$82.9M
NYAXNayax Ltd	1.8%	1.9%	906,477	+4.8%	$58.9M
ITRNIturan Location and Control	1.7%	1.7%	891,274	+0.0%	$54.4M
AMZNAmazon Com Inc	1.6%	1.3%	218,841	+41.8%	$52.2M
GOOGAlphabet Inc	1.5%	1.1%	133,097	+41.9%	$47.0M
NVDANvidia Corporation	1.2%	0.7%	186,194	+74.0%	$37.3M
KLACKla Corp	1.1%	0.7%	117,724	+766.2%	$35.4M
TATTTat Technologies Ltd	1.1%	1.3%	703,048	-13.2%	$33.8M
METAMeta Platforms Inc	0.9%	0.8%	52,407	+40.4%	$29.5M
LHXL3harris Technologies Inc	0.9%	1.2%	98,990	+15.8%	$28.8M
686688AB8Ormat Technologies Inc	0.9%	1.0%	20,150,000	+0.0%	$27.9M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.7%	35,982	+38.5%	$26.8M
SMHVaneck ETF Trust	0.8%	0.5%	37,169	+4.9%	$24.4M
VOOVanguard Index Fds	0.7%	1.0%	32,492	-21.9%	$22.3M
AVGOBroadcom Inc	0.6%	0.5%	47,252	+20.7%	$17.8M
MSFTMicrosoft Corp	0.5%	0.8%	46,035	-16.9%	$17.2M
INTCIntel Corp	0.5%	0.2%	120,218	-0.8%	$16.8M
CGNTCognyte Software Ltd	0.5%	0.6%	1,854,798	+0.0%	$16.3M
IGVIshares Tr	0.5%	0.4%	178,220	+32.2%	$16.1M
MUMicron Technology Inc	0.5%	0.2%	13,940	-23.9%	$16.1M
GOOGLAlphabet Inc	0.4%	0.4%	38,665	+21.8%	$13.8M
CATCaterpillar Inc	0.4%	0.4%	12,703	-3.8%	$13.5M
IVVIshares Tr	0.4%	0.4%	16,287	+0.0%	$12.2M
XARState Streer	0.3%	0.3%	32,470	+12.3%	$9.2M
SEDGSolaredge Technologies Inc	0.3%	1.0%	155,979	-69.0%	$9.1M
GILTGilat Satellite Networks Ltd	0.3%	0.4%	677,813	-5.3%	$9.0M
PAVEGlobal X U.s. Infrastructure Development	0.3%	0.3%	149,999	+9.0%	$8.8M
ACWIIshares Tr	0.3%	0.2%	53,768	+25.8%	$8.4M
WMTWalmart Inc	0.2%	0.3%	66,977	+17.5%	$7.6M
LMTLockheed Martin Corp	0.2%	0.2%	14,675	+68.8%	$7.5M
DAXGlobal X Fds	0.2%	0.2%	168,374	+12.3%	$7.4M
VVisa Inc	0.2%	0.2%	20,986	+33.4%	$7.2M
CRWDCrowdstrike Hldgs Inc	0.2%	—	9,347	—	$7.1M
SMWBSimilarweb Ltd	0.2%	0.3%	1,147,035	-0.4%	$7.0M
ASMLAsml Hldg NV	0.2%	—	3,259	—	$6.5M
DRSLeonardo Drs Inc	0.2%	0.5%	150,000	-49.7%	$6.4M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	12,510	+6.3%	$6.3M
MAMastercard Incorporated	0.2%	—	11,971	—	$6.1M
JPMJpmorgan Chase & Co	0.2%	0.2%	18,561	+5.0%	$6.1M

What Y.D. More Investments Ltd bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +39.8% /yr; S&P 500 +11.7%
3 years: +41.2% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.2B	510
Q1 2026	$2.6B	474
Q4 2025	$2.1B	470
Q3 2025	$1.8B	491
Q2 2025	$1.5B	453
Q1 2025	$1.1B	468
Q4 2024	$1.1B	459
Q3 2024	$954.7M	447
Q2 2024	$980.4M	458
Q1 2024	$564.2M	333
Q4 2023	$520.5M	349
Q3 2023	$520.4M	339

Questions about Y.D. More Investments Ltd's portfolio

What stocks does Y.D. More Investments Ltd own?

Y.D. More Investments Ltd's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 510 positions worth $3.2B. The largest are Enlight Renewable Energy Ltd (ENLT) at 14.2%, Elbit Sys Ltd (ESLT) at 11.4%, Tower Semiconductor Ltd (TSEM) at 7.6%, Nova Ltd (NVMI) at 6.7% and Palo Alto Networks Inc (PANW) at 6.3%.

What did Y.D. More Investments Ltd buy last quarter?

In Q2 2026, Y.D. More Investments Ltd added Kla Corp (KLAC) (+766.2% shares), Invesco Qqq Tr (QQQ) (+74.7% shares) and Nvidia Corporation (NVDA) (+74.0% shares), compared with its Q1 2026 filing.

What did Y.D. More Investments Ltd sell last quarter?

In Q2 2026, Y.D. More Investments Ltd cut from its top 50 Zim Integrated Shipping Serv (ZIM), cut from its top 50 Kenon Hldgs Ltd Shs (KEN), cut from its top 50 Odysight Ai Inc (SCTC), Solaredge Technologies Inc (SEDG) (-69.0% shares), Leonardo Drs Inc (DRS) (-49.7% shares) and Micron Technology Inc (MU) (-23.9% shares), compared with its Q1 2026 filing.

How has Y.D. More Investments Ltd's portfolio performed?

A portfolio copying Y.D. More Investments Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +41.2% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +39.8% against +11.7%.

When is Y.D. More Investments Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Y.D. More Investments Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.